MyPlanIQ 401k Investor AVON PERSONAL SAVINGS ACCOUNT PLAN

AVON PERSONAL SAVINGS ACCOUNT PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Foreign Large Value TBGVX Tweedy Browne Global Value Fund
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Fund
Others
Target Date 2026-2030 VTHRX Vanguard Target Retirement Fund 2030
Target Date 2050+ VFIFX Vanguard Target Retirement Fund 2050
Target Date 2021-2025 VTTVX Vanguard Target Retirement Fund 2025
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Intermediate-Term Bond SEIFX JPMorgan Intermediate Bond Fund
US EQUITY
LARGE GROWTH TWGIX American Century Growth Fund
Small Growth VEXPX Vanguard Explorer Fund
LARGE BLEND NOSIX Northern Trust S&P 500 Index
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Foreign Large Value TBGVX Tweedy Browne Global Value Fund
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Fund
Others
Target Date 2026-2030 VTHRX Vanguard Target Retirement Fund 2030
Target Date 2050+ VFIFX Vanguard Target Retirement Fund 2050
Target Date 2021-2025 VTTVX Vanguard Target Retirement Fund 2025
Target Date 2031-2035 VTTHX Vanguard Target Retirement Fund 2035
Retirement Income VTINX Vanguard Target Retirement Income Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement Fund 2045
Target Date 2016-2020 VTWNX Vanguard Target Retirement Fund 2020
Target Date 2036-2040 VFORX Vanguard Target Retirement Fund 2040
ROOT CASH Money market substitute
Target Date 2011-2015 VTXVX Vanguard Target Retirement Fund 2015
Target Date 2000-2010 VTENX Vanguard Target Retirement Fund 2010
Target Date 2000-2010 VTOVX Vanguard Target Retirement Fund 2005
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Intermediate-Term Bond SEIFX JPMorgan Intermediate Bond Fund
US EQUITY
LARGE GROWTH TWGIX American Century Growth Fund
Small Growth VEXPX Vanguard Explorer Fund
LARGE BLEND NOSIX Northern Trust S&P 500 Index
LARGE BLEND NBSRX Neuberger & Berman Socially Responsive Trust
SMALL VALUE VISVX Vanguard Small Cap Value Index Fund
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund
Mid-Cap Growth PAMCX T. Rowe Price Mid-Cap Fund
Total Available Funds: 24
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund 81% 3 60 0 0.65% 4.36%
Foreign Large Value TBGVX Tweedy Browne Global Value Fund 67% 3 60 0 1.4% 4.51%
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Fund 41% 3 60 0 1.48% 0%
Others
Target Date 2026-2030 VTHRX Vanguard Target Retirement Fund 2030 82% 3 60 0 0.08% 2.75%
Target Date 2050+ VFIFX Vanguard Target Retirement Fund 2050 69% 3 60 0 0.08% 2.42%
Target Date 2021-2025 VTTVX Vanguard Target Retirement Fund 2025 66% 3 60 0 0.08% 4.12%
Target Date 2031-2035 VTTHX Vanguard Target Retirement Fund 2035 65% 3 60 0 0.08% 2.65%
Retirement Income VTINX Vanguard Target Retirement Income Fund 62% 3 60 0 0.08% 4.2%
Target Date 2041-2045 VTIVX Vanguard Target Retirement Fund 2045 56% 3 60 0 0.08% 2.48%
Target Date 2016-2020 VTWNX Vanguard Target Retirement Fund 2020 48% 3 60 0 0.08% 6.24%
Target Date 2036-2040 VFORX Vanguard Target Retirement Fund 2040 45% 3 60 0 0.08% 2.57%
ROOT CASH Money market substitute 0% 1 60 0 NA 2.67%
Target Date 2011-2015 VTXVX Vanguard Target Retirement Fund 2015 0% 3 60 0 0.08% 14.95%
Target Date 2000-2010 VTENX Vanguard Target Retirement Fund 2010 0% 3 60 0 0.17% 7.48%
Target Date 2000-2010 VTOVX Vanguard Target Retirement Fund 2005 0% 3 60 0 NA 2.94%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 80% 3 60 0 0.83% 3.99%
Intermediate-Term Bond SEIFX JPMorgan Intermediate Bond Fund 0% 3 60 0 NA 4.89%
US EQUITY
LARGE GROWTH TWGIX American Century Growth Fund 85% 3 60 0 0% 5.42%
Small Growth VEXPX Vanguard Explorer Fund 84% 3 60 0 0.45% 0.9%
LARGE BLEND NOSIX Northern Trust S&P 500 Index 83% 3 60 0 0.05% 5.55%
LARGE BLEND NBSRX Neuberger & Berman Socially Responsive Trust 81% 3 60 0 1.06% 10.41%
SMALL VALUE VISVX Vanguard Small Cap Value Index Fund 72% 3 60 0 0.06% 2.38%
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund 59% 3 60 0 1.23% 6.48%
Mid-Cap Growth PAMCX T. Rowe Price Mid-Cap Fund 43% 3 60 0 1.29% 6.83%
Average Expense Ratio: 0.45%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
AVON PERSONAL SAVINGS ACCOUNT PLAN
Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 6.4% 16.5% 5.6% 8.9% 5.9% 7.1%

Sign up or Login first to get rebalance emails for this portfolio

Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:AVP)
The plan consists of 24 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Avon Products Inc. manufactures and markets beauty and related products worldwide. Its product categories include color cosmetics, fragrances, skin care, and personal care; fashion jewelry, watches, apparel, footwear, and accessories; and gift and decorative products, housewares, entertainment and leisure, and children's and nutritional products.



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.